Client Administration

We recognize that a client’s circumstances change over time, as does the life insurance market. From the founding of the firm in 1989, we have invested in automated solutions, including proprietary technology, to enable us to reliably administer life insurance portfolios in order to minimize risk and take advantage of opportunities to improve pricing and performance. 

Large life insurance portfolios require a level of ongoing attention that experienced professional advisors appreciate. When a portfolio is broadly diversified among a variety of life insurance companies with premiums due at different times, it becomes critically important to have a process to verify that all premiums are paid in a timely fashion. Winged Keel Group's proprietary Premium Assure™ process is designed to do just that.

 

Winged Keel Group has also developed numerous other administrative processes that can be tailored to meet a client's particular needs, including customized reporting, premium invoicing, inforce illustrations, scheduled task management, and budget-to-actual tracking and reporting for the insurance policies and any accompanying funding vehicles. Our disciplined approach to using technology to capture policy data enables us to routinely review client portfolios and quickly identify opportunities for clients to benefit from newly developed ideas and products.